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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Laufman is a financial advisor registered with MML Investors Services, LLC. Ann has been in the financial services industry since 1997 and has a strong track record of helping individuals and families achieve their financial goals. Ann is a Certified Financial Planner and holds the Series 6, 7, 63, and 65 licenses. Ann provides a wide range of financial services, including financial planning, asset allocation programs, and portfolio management. Ann is committed to providing her clients with personalized service and helping them make informed financial decisions. Ann is currently registered with the state of Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
TX
01/22/2004 - Present
MML Investors Services, LLC (HOUSTON TX)
MA
07/19/1999 - 12/05/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
DE
08/26/1997 - 07/21/1999
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
AZ
08/14/1997 - 07/15/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NJ
05/05/1997 - 07/25/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 01/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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